People writing the article ignore that Tesla's goal isn't to produce a chip but to take the company's stock through another pump cycle. When investors start to ask questions they will just hype something else.
It's not. As one of the comments in the article points out, Musk's successes have all come from neglected, underfunded markets (Tesla) or from blowing past lazy incumbents (PayPal, SpaceX).
Semiconductor fabs are the polar opposite. The hungriest, smartest, and wealthiest interests on the planet are already highly incentivized to produce chips in their own home markets (US, China, Taiwan.) Someone who has no idea what he's doing can beat GM, ULA, or a bunch of dumbass bankers, in many cases on competitive grounds they never cared to defend in the first place, but 2 nm fabs? Yeah, right.
Then there's the fact that Musk has gone out of his way to repel top talent rather than to attract it. He'll have to pay much more for much less. Another ingredient in a surefire recipe for failure in the semiconductor business.
People writing the article ignore that Tesla's goal isn't to produce a chip but to take the company's stock through another pump cycle. When investors start to ask questions they will just hype something else.
> they will just hype something else
"Tesla Cold Fusion (TM) will be powering all of our vehicles by 2031."
if you’ve ever read Electrek, you’d know their articles primary purpose is raising awareness that Tesla is full of shit
Eh, if you consume enough ketamine, anything is possible...
Reading the Musk interview from Jan where the cheeseburger quote comes from, his brilliant idea seems to be this:
What are the chances he's never heard of a FOUP?[dead]
They probably figure it's worth a try
It's not. As one of the comments in the article points out, Musk's successes have all come from neglected, underfunded markets (Tesla) or from blowing past lazy incumbents (PayPal, SpaceX).
Semiconductor fabs are the polar opposite. The hungriest, smartest, and wealthiest interests on the planet are already highly incentivized to produce chips in their own home markets (US, China, Taiwan.) Someone who has no idea what he's doing can beat GM, ULA, or a bunch of dumbass bankers, in many cases on competitive grounds they never cared to defend in the first place, but 2 nm fabs? Yeah, right.
Then there's the fact that Musk has gone out of his way to repel top talent rather than to attract it. He'll have to pay much more for much less. Another ingredient in a surefire recipe for failure in the semiconductor business.
Surely this Musk project will happen in the time he says it will.
Musk has lots of experience with ignoring lack of experience; should speed the process up.
This is sarcasm, right?